Sound Income Strategies, LLC Schwab Strategic Tr Us Dividen Transaction History

Sound Income Strategies, LLC

$1.76 Billion
Q3 2025

A detailed history of Sound Income Strategies, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sound Income Strategies, LLC holds 33,089 shares of SCHD stock, worth $878,182. This represents 0.05% of its overall portfolio holdings.

Number of Shares

33,089

Previous 6,219 432.06%

Holding current value

$878,182

Previous $164,000 450.61%

% of portfolio

0.05%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	BUY	$26.38 - $27.95 $708,830 - $751,016	26,870 Added 432.06%	33,089 $903,000
Q2 2025 Jul 17, 2025	SELL	$24.32 - $27.87 $34,728 - $39,798	-1,428 Reduced 18.67%	6,219 $164,000
Q1 2025 Apr 17, 2025	BUY	$27.01 - $28.54 $65,202 - $68,895	2,414 Added 46.13%	7,647 $210,000
Q4 2024 Jan 21, 2025	BUY	$26.93 - $84.95 $94,605 - $298,429	3,513 Added 204.24%	5,233 $142,000
Q3 2024 Oct 10, 2024	BUY	$77.02 - $85.06 $14,710 - $16,246	191 Added 12.49%	1,720 $145,000
Q2 2024 Jul 12, 2024	SELL	$75.81 - $80.15 $47,002 - $49,693	-620 Reduced 28.85%	1,529 $118,000
Q1 2024 Apr 15, 2024	BUY	$75.25 - $80.63 $49,890 - $53,457	663 Added 44.62%	2,149 $173,000
Q4 2023 Jan 10, 2024	SELL	$66.9 - $76.32 $20,337 - $23,201	-304 Reduced 16.98%	1,486 $113,000
Q3 2023 Oct 12, 2023	BUY	$70.63 - $75.66 $25,850 - $27,691	366 Added 25.7%	1,790 $126,000
Q2 2023 Jul 10, 2023	BUY	$69.18 - $73.94 $9,823 - $10,499	142 Added 11.08%	1,424 $103,000
Q1 2023 Apr 10, 2023	SELL	$70.28 - $78.03 $56,645 - $62,892	-806 Reduced 38.6%	1,282 $93,000
Q4 2022 Jan 11, 2023	BUY	$67.16 - $79.06 $85,226 - $100,327	1,269 Added 154.95%	2,088 $0
Q3 2022 Oct 18, 2022	BUY	$66.43 - $77.87 $6,310 - $7,397	95 Added 13.12%	819 $54,000
Q2 2022 Jul 11, 2022	BUY	$70.31 - $80.24 $2,531 - $2,888	36 Added 5.23%	724 $52,000
Q4 2021 Jan 13, 2022	BUY	$74.93 - $80.86 $39,413 - $42,532	526 Added 324.69%	688 $56,000
Q2 2021 Jul 13, 2021	BUY	$73.32 - $77.65 $7,185 - $7,609	98 Added 153.13%	162 $12,000
Q4 2018 Jan 11, 2019	BUY	N/A	64 New	64 $3,000

Others Institutions Holding SCHD

# of Institutions

2,017

Shares Held

885M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Sound Income Strategies, LLC Schwab Strategic Tr Us Dividen Transaction History